Ashland Global Holdings (ASH)

Ashland Global Holdings, Inc. engages in the business of specialty chemicals. Its activities include manufacturing and distribution of specialty additives and functional ingredients including cellulose ethers and synthetic polymers. The company was founded May 6, 2016 and is headquartered in Covington. KY.

In February 2012 Skaffold graced the cover of Money magazine with our Top 5 and Top 50 stocks for 2012. Money readers loved it, and we have been privileged enough to share our Top 5 share tips each year since.

In 2012 we hypothetically invested $50,000 across the Top 5 stocks. In early 2013 we sold the 2012 stocks and reinvested the gains, including the $2,000-odd we received in dividends, into the 2013 stocks. We did the same thing in early 2014.

Had you followed this process, which by the way is methodical and not influenced by human opinion or bias, you’d be sitting on a portfolio worth just under $84,000.

Since inception the process has returned 75 per cent, or 77 per cent if you include franking. Annually, that’s a return of 22 per cent. Mr Warren Buffett would be proud.

Skaffold held a webinar earlier this year in which our general manager Chris Batchelor discussed the top 5 stocks Skaffold had chosen for 2014, as well as some reasons why you might want to look overseas for opportunities as well as in Australia.

The top 5 stocks were Microsoft (US), Great Wall (HK), Ashmore Group (UK), Wotif (AU) and Westjet (CAN)

Do you want to make some money folks? A resounding yes was the response when Karl Stefanovic asked the question on Channel 9’s TODAY show in early February.

If you had invested in the 2013 stock tips revealed by Skaffold in Money magazine last year you could have returned a profit of 25.6% including dividends and franking. $50,000 invested across the 2013 top 5 stocks would today be worth around $58,000, and you would have received $3,400 in dividends, Money magazine editor Effie Zahos told Karl.

The latest selloff within emerging markets, amid fears over how they’ll handle tighter global liquidity (courtesy of further ‘Fed’ tapering) serves as a reminder of what happens when investor overreaction to negative short-term sentiment belies fundamentals.

Historically, such spikes have tended to be lucrative for value investors in emerging markets - now trading at a 40% discount to developed markets – and this presents some excellent buying opportunities. This is certainly shaping up to be the case for mid-cap London-based specialist asset manager, Ashmore Group (LSE: ASHM), which virtually has all of its assets in emerging markets.

Investing in top stocks – businesses with solid balance sheets, good cash flow, impressive profitability and the capacity to drive future growth – will build a portfolio with an impressive mix of businesses and, over the long run, deliver returns that should outperform the market.

Skaffold interprets a company’s key fundamentals and economic indicators into image-rich visuals, making it easy to spot the best stocks and avoid those with a track record of disappointing shareholders